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Customer Relationship Management

Everything in One Place

Customers is the main place you manage your day to day tasks. Easily find and update your customers’ status, details, estimate appointments, job payments, and more.

Customer Notes

Customer notes are a great way for you to stay up to date on the nuances of your customer relationships. Jot down details for you to remember down the road or use it to collaborate with Hoist Agents.

Estimate Appointments

Hoist Agents schedule new estimate appointments directly onto your calendar. You have all the information needed about their job to close the deal when you show up. Never let anything important fall through the cracks again.

Jobs

You can manage your job schedule and workflow in Hoist. Quickly access job details including estimate appointments, payments, and notes.

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